Instuitional Investor - Cypress Financial Planning Llc
Fund Profile
Filing Period:
| Fund Name: | Cypress Financial Planning Llc |
| Portfolio Value | $328,058,837 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 428,989 | $36,082,254 | 11% | |
| 2. | IEF | 50,816 | $34,010,987 | 10.37% | |
| 3. | Vanguard Scottsdale Funds | 460,231 | $27,627,646 | 8.42% | |
| 4. | Vanguard Scottsdale Funds | 340,579 | $27,222,494 | 8.3% | |
| 5. | Vanguard Tax-Managed Fds | 452,539 | $27,116,144 | 8.27% |